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Frequently Asked Questions

What can I expect from your client experience?

At Harbor Group, we are committed to getting to know you, so that we can create a plan that reflects who you are, what you need, and where you are going. 

That is why we will spend our first meeting discussing what you desire from your finances, and how we can custom fit these aspirations to your financial plan. Only after we have gotten to know you, do we dive into the details regarding your current investments, and propose how they might change.

Do you invest your own money the same way you do for clients?

Absolutely. As Fiduciary advisors, we feel it is important for clients to know we are operating entirely in their best interest at all times. That means that we have a legal obligation (and a personal mission) to provide advice tailored to your unique aspirations. While everyone has their own variation in needs, desires, and assets, each of our clients are provided with the same quality of service we would provide for ourselves and our own family. 

Do you have a minimum asset level?

Yes. We find that we best serve individuals with at least $1 million in investable assets. However, minimum asset levels are negotiable for clients who can demonstrate strong savings potential.

How would you describe your investment strategy?

With over forty years in the industry, we have seen our share of ups and downs in regards to the market. This experience has given us the express opportunity to implement an evidence-based investment strategy. Decades of objective, peer-reviewed financial research is combined with our dedication to creating a unique and individually designed financial plan. Together, this approach allows us to maximize and optimize your assets according to past wisdom, present knowledge, and your future financial destination.

Are we the best advisor for you?

We hope so! Are you interested in having an experienced team of financial professionals behind you? Then you might enjoy our highly collaborative approach. We have a team of financial professionals from multiple backgrounds working together to provide a highly skilled network of support. Do you prefer a financial planning process that has a rich focus on your personal needs? Our planning process is dedicated to understanding you as a person. That way, your plan can reflect who you are and what you would like to become. If this sounds like something of interest, we would love to speak with you!